DUK icon

Duke Energy
DUK

Overview Fund Activity

1,463 hedge funds and large institutions have $42.1B invested in Duke Energy in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 624 increasing their positions, 511 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,463
Holders Change
+22
Holders Change %
+1.53%
% of All Funds
32.13%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.53%
New
103
Increased
624
Reduced
511
Closed
74
Calls
$447M
Puts
$329M
Net Calls
+$119M
Net Calls Change
+$24.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$322M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$128M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$94.9M
4
BlackRock
BlackRock
New York
+$86.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$79.3M

Top Sellers

1
PFC
Phocas Financial Corp
California
-$634B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
3
Citadel Advisors
Citadel Advisors
Florida
-$113M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$113M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fayez Sarofim & Co
501
Fayez Sarofim & Co
Texas
$2.38M -$4.79K -50 -0.2%
RP
502
Rowlandmiller & Partners
Georgia
$2.38M +$45.4K +475 +2%
PHIMC
503
Private Harbour Investment Management & Counsel
Ohio
$2.37M -$35.9K -375 -1%
NI
504
Nepsis Inc
Minnesota
$2.35M -$438K -4,602 -16%
PAM
505
Private Asset Management
California
$2.34M +$42.1K +439 +2%
JSL
506
JT Stratford LLC
Georgia
$2.33M +$948K +9,888 +69%
MA
507
Montag & Associates
Georgia
$2.3M +$98.2K +1,025 +4%
FBT
508
First Bank & Trust
South Dakota
$2.3M +$2.78K +29 +0.1%
BHWA
509
Beacon Harbor Wealth Advisors
Virginia
$2.3M +$98.2K +1,034 +4%
V
510
Veritable
Delaware
$2.3M +$73.3K +765 +3%
PFS
511
Prospera Financial Services
Texas
$2.29M +$6.61K +69 +0.3%
GLLW
512
Graves Light Lenhart Wealth
Virginia
$2.29M +$39.5K +419 +2%
GI
513
Gradient Investments
Minnesota
$2.27M +$407K +4,249 +22%
HW
514
Hancock Whitney
Mississippi
$2.27M -$317K -3,310 -12%
BBHC
515
Brown Brothers Harriman & Co
New York
$2.26M -$108K -1,122 -5%
PA
516
Pinnacle Associates
New York
$2.26M -$84.5K -881 -4%
PJSIMP
517
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.26M -$81.1K -846 -3%
BCFS
518
Butensky & Cohen Financial Security
Florida
$2.24M +$165K +1,724 +8%
UBG
519
United Bank (Georgia)
Georgia
$2.24M -$61.5K -641 -3%
MHI
520
Miller Howard Investments
New York
$2.24M +$144K +1,505 +7%
GW
521
GW & Wade
Massachusetts
$2.24M -$75K -782 -3%
TSWM
522
Triangle Securities Wealth Management
North Carolina
$2.2M +$60.1K +627 +3%
AP
523
Advisor Partners
California
$2.2M +$98.8K +1,031 +5%
MMA
524
Miracle Mile Advisors
California
$2.18M +$6.42K +67 +0.3%
OWD
525
Osborn Williams & Donohoe
Ohio
$2.18M +$13.5K +141 +0.6%
19 20
21
22 23